Sir I have read your blog…I like it.
Me: Thank you
He: Sir, are you a Chartered Accountant?
Me: Yes sir..
He: Will you file my Income tax Return?
Me: No sir, i do not do that work…
He: What work do you do?
Me: Regarding investments..
He: Arre, will you manage my portfolio…I bought some shares of …
Me: No, no I am not a portfolio manager
He: Will you advise me on how to manage my financial life?
Me: I can, but not sure whether you will listen to me. NOrmally I deal only on the investing side. I really do not understand Real Estate, Gold, etc. Nor do I understand market timing. I do not understand rating of mutual funds.
Worse. I do not know anybody who does, and is willing to work for me.
He: All this is very confusing, will you be my financial planner?
Me: I would have been. However, Debashis Basu of Moneylife and one more person who gave up his CFP education say you do not need a financial planner. So I am confused about what you want from me too!
He: Sir ‘What can you do for me?’ I want to be engaged with you for my investment, tax, …etc.
Me: Come and meet me. I will charge you a per hour fee. Make your investment through my code. This year it will be 5 hrs. Next year 2 hrs…in 2016 YOU SHOULD NOT NEED ME..there will be nothing that I will have to tell you..In fact if you are very smart, you do not need me now itself!!!
He: Thank you, Sir, what is this post called?
Financial Coach. India’s first financial coach, perhaps? L O L
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